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Template · Client
Letter of Authority Template (UK, Free Download)
Simple authorisation for third-party communications.
Built by a practising Chartered Accountant · Unlimited users · 60-day free trial · Last updated 23 September 2026
Quick answer
A Letter of Authority (LoA) allows you to correspond with third parties, such as banks or previous accountants, on behalf of your client.
Who is this sent to, and when?
- Sent to
- Third Parties
- When to send it
- When requested by banks, insurers, or previous accountants
When do you need a Letter of Authority?
Whenever you need to access information or act for a client with a third party that doesn't use the standard HMRC agent authorisation.
- Professional clearance requests
- Bank information requests
- Pension provider queries
- Insurance discussions
Preview the template
Letter of Authority Template
Letter of Authority
To whom it may concern,
I, [Client Name], hereby authorise [Firm Name] to act on my behalf in relation to [Details of Information/Service].
Scope of Authority
This authority includes:
Requesting and receiving information.
Corresponding on all matters relating to [Service].
[Additional Specific Authorities].
This authority remains valid until revoked by me in
Preview shows the opening and key sections. The full editable file is free to download below.
See it working with your own clients
A 30-minute walkthrough using your services, deadlines and templates.
Send this from Remindoo
Save it once in Remindoo and send it from there. Store the wording as an email template, then use tokens so client names, company numbers and dates fill in automatically. Send it to one client or to a filtered group with bulk client emails. For requests that repeat, pair it with automated reminders and a recurring task so it goes out every period without anyone remembering. For engagement letters and proposals, use proposals and letters of engagement with e-signatures.
What are the common mistakes?
- Vague scope of authority
- Not getting a fresh signature when needed
- Failing to specify the end date or revocation process
- Missing the client's UTR or account numbers
“Automation saves time and no follow-up is missed.”
Frequently asked questions
Is this the same as form 64-8?
No, 64-8 is specifically for HMRC.
How long is it valid?
Usually until the client revokes it or the matter is concluded.
Do banks accept electronic signatures?
Some do, but many still require 'wet' signatures for LoAs.
Can I use one LoA for multiple banks?
It's better to have specific ones for each institution.
What if the client is a company?
A director must sign on behalf of the company.
Do I need to witness the signature?
Usually not, but check with the specific institution.
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Sources
Last updated 23 September 2026. General guidance, not regulatory advice.
Why recording every task matters in an accountancy practice
Accounting firms run on deadlines: VAT returns, payroll, confirmation statements, accounts and Self Assessment. Recording every job as a task, with an owner and a date, is the simplest way to make sure nothing is missed.
Avoid penalties
HMRC and Companies House charge penalties for late filing. A task for every deadline, with an internal date before it, gives the team a buffer.
Nothing depends on memory
Recorded tasks mean work continues when someone is off sick, on leave or has left the firm.
Consistent quality
Subtask checklists make every job follow the same steps and reviews, whoever does the work.
Visibility for managers
Filters by owner, status and deadline show at a glance what is late, what is due and who needs help.
Practical tips from UK practice
- Set an internal deadline two to four weeks before every statutory deadline.
- Use recurring tasks for repeat work such as VAT, payroll and bookkeeping.
- Break larger jobs into subtasks, including a review step.
- Comment on the task instead of by email, so the history stays with the work.
Related Remindoo features
Written and reviewed by Waqas Sagar ACA FCCA FMAAT, Chartered Accountant with 18+ years in practice. Founder and MD of Accotax, an ICAEW, ACCA and AAT regulated London practice that has served over 5,000 clients, and founder of Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
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